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Connective Capital Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Connective Capital Management, LLC

No.8346 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.42亿
环比变动 Q1 2026
+$2,079.7万+17.2%
持仓股票数
70
新买入
30
加仓
13
减仓
4
清仓
26
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
25.24%17.06%$3,582.2万4.9万股$2,066.0万3.6万股+1.3万股+35.90%加仓
PProShares信托QLD
7.22%5.33%$1,024.9万10.6万股$646.1万10.6万股00.00%持仓不变
直觉外科ISRG
6.55%8.9%$930.3万2.3万股$1,078.3万2.3万股00.00%持仓不变
AMD超威AMD
4.99%0.2%$708.1万1.2万股$24.6万1,210股+1.1万股+907.36%加仓
台积电TSM
4.44%$630.0万1.3万股$00股+1.3万股新买入
DDOORDASHDASH
4.1%3.73%$582.5万3.2万股$451.6万3.0万股+1,490股+4.95%加仓
英伟达NVDA
4.09%0.23%$580.8万2.9万股$27.6万1,585股+2.7万股+1,731.23%加仓
博通AVGO
4.02%0.23%$570.0万1.5万股$28.0万904股+1.4万股+1,569.14%加仓
苹果AAPL
3.95%4.06%$560.8万1.9万股$491.8万1.9万股00.00%持仓不变
好市多COST
3.91%0.26%$555.2万5,935股$31.3万314股+5,621股+1,790.13%加仓
微软MSFT
3.77%4.39%$535.4万1.4万股$531.3万1.4万股00.00%持仓不变
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
3.73%3.49%$530.0万1.3万股$422.2万1.3万股00.00%持仓不变
Q高通QCOM
3.64%3.72%$516.6万2.8万股$451.1万3.5万股-7,074股-20.19%减仓
迈威尔MRVL
2.64%$374.7万1.3万股$00股+1.3万股新买入
谷歌AGOOGL
1.68%1.59%$239.0万6,689股$192.3万6,689股00.00%持仓不变
卡梅科CCJ
1.35%1.68%$191.1万1.9万股$203.8万1.9万股00.00%持仓不变
亚马逊AMZN
1.27%1.06%$180.7万7,580股$128.1万6,152股+1,428股+23.21%加仓
Meta平台META
1.24%0.91%$175.9万3,122股$109.7万1,918股+1,204股+62.77%加仓
MERCADOLIBRE COMMELI
0.99%1.78%$140.9万830股$216.0万1,249股-419股-33.55%减仓
UUNUSUAL MACHSUMAC
0.92%1.12%$130.9万5.9万股$135.1万10.9万股-5.0万股-46.13%减仓
S道富·EET SPDR S&P BIOTECH ETFXBI
0.75%2.45%$106.6万6,736股$296.9万2.3万股-1.7万股-71.03%减仓
美光科技MU
0.56%0.19%$78.8万683股$23.1万683股00.00%持仓不变
DDOMINARI HOLDINGS INCDOMH
0.54%0.31%$76.4万24.3万股$37.1万11.4万股+12.9万股+112.93%加仓
SSPDR黄金信托GLD
0.47%0.54%$67.2万1,825股$65.3万1,518股+307股+20.22%加仓
新思科技SNPS
0.43%0.45%$61.7万1,383股$54.8万1,383股00.00%持仓不变
VVanEck ETF信托GDX
0.43%0.61%$60.7万8,043股$73.8万8,043股00.00%持仓不变
泛林集团LRCX
0.38%0.22%$54.4万1,256股$26.8万1,256股00.00%持仓不变
GGORILLA TECHNOLOGYGRRRW
0.34%$48.2万2.4万股$00股+2.4万股新买入
CCREXENDO INC COMCXDO
0.33%$46.5万6.2万股$00股+6.2万股新买入
思科CSCO
0.31%0.24%$43.5万3,705股$28.7万3,705股00.00%持仓不变
AAMERICAN BATTERY TECHNOLOGYABAT
0.3%$42.0万14.9万股$00股+14.9万股新买入
KKOPINKOPN
0.29%$40.6万9.1万股$00股+9.1万股新买入
星座能源CEG
0.28%0.26%$40.3万1,621股$31.7万1,136股+485股+42.69%加仓
BLACKSKY TECHNOLOGYBKSY
0.28%$40.0万1.4万股$00股+1.4万股新买入
VanEck ETF信托GDXJ
0.28%0.4%$39.9万4,058股$48.7万4,058股00.00%持仓不变
INTUITIVE MACHS INC CLASS ALUNR
0.28%$39.3万1.8万股$00股+1.8万股新买入
SSHARONAISHAZ
0.26%$36.6万4,323股$00股+4,323股新买入
VVELO3DVELO
0.24%$34.5万2.0万股$00股+2.0万股新买入
PPOLYPID LTDPYPD
0.24%$34.3万6.8万股$00股+6.8万股新买入
IIDENTIVINVE
0.23%$32.8万13.0万股$00股+13.0万股新买入
PPAYSIGN INC COMPAYS
0.23%$32.7万4.0万股$00股+4.0万股新买入
AAlphabet Inc Class CGOOG
0.22%0.21%$31.0万876股$25.1万876股00.00%持仓不变
特斯拉TSLA
0.21%0.22%$30.1万715股$26.6万715股00.00%持仓不变
EECO WAVE POWER GLOBAL ABWAVE
0.21%$29.2万3.2万股$00股+3.2万股新买入
沃尔玛WMT
0.2%0.25%$27.8万2,451股$30.5万2,451股00.00%持仓不变
NNANOVIRICIDES INCNNVC
0.18%$25.6万18.5万股$00股+18.5万股新买入
NETFLIXNFLX
0.18%0.28%$25.4万3,561股$34.2万3,561股00.00%持仓不变
帕兰提尔PLTR
0.16%0.24%$23.4万2,004股$29.3万2,004股00.00%持仓不变
CCODA OCTOPUS GROUP INCCODA
0.15%0.21%$22.0万2.2万股$25.4万2.2万股00.00%持仓不变
OONE STOP SYS INCOSS
0.14%$20.4万1.1万股$00股+1.1万股新买入

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